定錨產業筆記-科技產業趨勢領航者
定錨財經資訊工作室我們是一個專注於產業分析的網站。 我們透過參加法說會、與公司會談、閱讀研究報告、蒐集公開新聞資訊……等方式，歸納產業趨勢脈絡， 提供讀者更容易理解產業分析。 我們希望能打造一個更好的產業分析學習生態圈， 讓讀者能夠有效率地學習與吸收，提升自己的眼光，拓展更寬廣的視野。 歡迎來定錨產業筆記：investanchors.com/ ----------------------------- 合作信箱 -------------------------------------- 有任何合作邀約歡迎來信：investanchors@gmail.com -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 14 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Language |  Chinese (Traditional) | Number of Listeners | Category | Business |
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Latest Episodes
本集延續全年產業趨勢的主題，帶大家從 Computex 2026 現場出發，看看代理式 AI 如何重新改寫伺服器架構。從 NVIDIA 全新的 LPU、Vera CPU 機櫃，到多節點管理、記憶體配置與 800V 電源架構，我們將拆解下一代 AI 機櫃正在發生哪些變化，以及這些升級將為 BMC、被動元件、記憶體與台灣伺服器供應鏈帶來哪些新機會。
本集你會聽到
① NVIDIA LPX、Vera CPU機櫃有什麼新變化？從LPU、CPU數量到記憶體降規，拆解AI Agent帶來的硬體分工
more
本期我們來聊聊AI伺服器運算主板規格，玻纖、銅箔、CCL原材料，分別遇到那些供應鏈瓶頸？
本集你會聽到：
① AI伺服器板子到底升級了什麼？
② 玻纖布供需我們怎麼看？
本集節目相關文章：
PCB規格持續升級帶動玻纖布、銅箔、樹脂需求
investanchors.com/user/vip_contents/17756448871549
----------------------------- 合作信箱 -------------------------------... more
本期我們來聊聊AI伺服器運算主板規格，玻纖、銅箔、CCL原材料，分別遇到那些供應鏈瓶頸，也歡迎大家可以搭配報告一起收看。
本集你會聽到：
① AI伺服器板子到底升級了什麼？
② 玻纖布供需我們怎麼看？
本集節目相關文章：
PCB規格持續升級帶動玻纖布、銅箔、樹脂需求
investanchors.com/user/vip_contents/17756448871549
----------------------------- 合作信箱 ----------... more
本週的節目我們邀請到站長來親自跟大家分享，聽完台積電法說會後，我們怎麼看待未來半導體的整體產業趨勢？也歡迎大家可以搭配報告一起收看。
本集你會聽到：
①台積電把2026年營收成長上修到「>30%」背後的主因？
② 未來如何維持長期毛利率目標56%以上？
③ CAPEX調整到財測上緣，未來三年會越來越好？
本集節目相關文章：
【台積電(2330)：法說會報告】
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Reviews
- 定錨站長歌酒菜
記憶體的分析
害人家賠爛
割完韭菜
現在開始漲價收割
Apple Podcasts1台灣犬dog
Taiwana month ago - 定錨超讚！！！
定錨的podcast讓我能邊吸收產業知識邊運動，而且用聽的更好記住，一直以來都是定錨的忠實閱讀者，請繼續更新啊～～啊啊
Apple Podcasts5lan000000004Taiwan3 months ago - 訂閱戶
podcast聽起來夠無聊了
受惠的機會還要學股癌賣關子
省下這些時間吧 別錄了
Apple Podcasts1jahshsjsksTaiwan4 months ago - 嗆人白痴
你真的欠2024相信你的人一個道歉
問個問題被你嗆白痴
話說100分滿
最後再檢討會員買太多..
結果最後最慘的事情還是發生了
唉
Apple Podcasts1台灣犬dogTaiwan4 months ago - 嗨
談話中可以不要說：「這問題問得很好」嗎，聽起來超像AI
Apple Podcasts5摳鼻屎了Taiwan5 months ago
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Apple Podcasts | #156 | Taiwan/Business |
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| Listeners per Episode | Gender Skew | Location | |||
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定錨產業筆記-科技產業趨勢領航者 launched 6 months ago and published 14 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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